Industrials surge 12.4%, but watch ITRI's slow growth & KBH's falling backlog. PRIM shines with 15.1% revenue growth.
GETY's 19.3% monthly gain hides slowing growth & 27.9x P/E. AAON's 15.9% rise faces margin dips & 48.9x P/E.
MSFT's valuation is cheap despite recent rallies in NVDA & AVGO. AI chip growth offers huge upside.
Google bets $40B on Anthropic AI, boosting its valuation. Amazon also invests $5B. High stakes in AI race!
AI stocks like NVDA, GOOGL, META drive Nasdaq to new highs. Focus on infrastructure & chip innovation for growth.
Industrials gain 12.4% but SNA, FSTR, HAYW show weak sales & flat EPS. Beware valuation!
CA's jet fuel dips to 2-yr low, risking summer travel. Iran war impacts supply, prices may climb.
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